Glassman Wealth Services’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-973	Closed	-$28.5K	–	447
2023 Q4	$28.5K	Buy	973 +227	+30%	+$6.91K	﹤0.01%	603
2023 Q3	$23.4K	Buy	746 +234	+46%	+$7.71K	﹤0.01%	624
2023 Q2	$17K	Buy	512 +8	+2%	+$274	﹤0.01%	666
2023 Q1	$17.7K	Sell	504 -114	-18%	-$4.3K	﹤0.01%	663
2022 Q4	$24.7K	Sell	618 -232	-27%	-$9.12K	﹤0.01%	609
2022 Q3	$30K	Buy	850 +141	+20%	+$5.65K	0.01%	509
2022 Q2	$30K	Buy	709 +221	+45%	+$9.48K	0.01%	505
2022 Q1	$21K	Buy	488 +23	+5%	+$980	﹤0.01%	625
2021 Q4	$17K	Buy	465 +83	+22%	+$2.95K	﹤0.01%	643
2021 Q3	$13K	Buy	382 +130	+52%	+$4.88K	﹤0.01%	692
2021 Q2	$10K	Buy	252 +55	+28%	+$2.15K	﹤0.01%	746
2021 Q1	$8K	Sell	197 -68	-26%	-$2.56K	﹤0.01%	762
2020 Q4	$10K	Buy	265 +141	+114%	+$5.05K	﹤0.01%	706
2020 Q3	$4K	Buy	124 +100	+417%	+$3.5K	﹤0.01%	822
2020 Q2	$1K	Sell	24 -12	-33%	-$460	﹤0.01%	967
2020 Q1	$1K	Buy	36 +11	+44%	+$449	﹤0.01%	816
2019 Q4	$1K	Sell	25 -797	-97%	-$30K	﹤0.01%	864
2019 Q3	$30K	Hold	822	–	–	0.01%	307
2019 Q2	$29K	Hold	822	–	–	0.01%	317
2019 Q1	$34K	Hold	822	–	–	0.01%	281
2018 Q4	$26K	Sell	822 -215	-21%	-$8.36K	0.01%	261
2018 Q3	$48K	Buy	1,037 +215	+26%	+$10.9K	0.02%	216
2018 Q2	$41K	Hold	822	–	–	0.02%	205
2018 Q1	$47K	Hold	822	–	–	0.03%	182
2017 Q4	$55K	Hold	822	–	–	0.03%	158
2017 Q3	$51K	Buy	+822	New	+$53K	0.03%	153